Know Your PMS · Monthly tearsheet
ValueQuest Alpha
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Sep_202630 months filedBM: BenchmarkBM: BSE 500 TRI
CAGR
13.44%
Total return
37.05%
Max drawdown
-17.86%
Sharpe
0.74
Sortino
0.64
Calmar
0.75
Win months
66.67%
Best / worst month
13.5% / -10.7%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -4.53% | 4.16% | -10.74% | 13.50% | 3.81% | 5.60% | -0.70% | 4.48% | -4.54% | – | – | – | 9.38% |
2025 | -8.42% | -8.83% | 3.53% | 2.47% | 6.73% | 3.87% | -1.39% | -4.42% | 0.44% | 4.89% | 0.45% | -1.73% | -3.75% |
2024 | – | – | – | 6.05% | 0.68% | 11.27% | 4.37% | 1.37% | 5.28% | -6.25% | 2.33% | 2.55% | 30.19% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2026 | 17.86% | 20 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.54% | 1 mo · open |
| Jul_2026 | Jul_2026 | Aug_2026 | 0.70% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
2 mo
Ann. volatility
19.17%
Downside deviation
21.05%